TD is committed to providing fair and equitable compensation opportunities to all colleagues. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. At TD Wealth, Financial Planners are committed to delivering exceptional client outcomes and building world-class practices.

Our Practice Management

Team is dedicated to coaching and developing Financial Planner, leaders, and support teams across TD Wealth’s Advice Businesses.

Practice

Consultants are skilled in diagnosing, assessing, and supporting practices at various stages, with a focus on Financial Planning.

The Practice

Consultant, Financial Planning, is responsible for driving practice enhancement, engagement, and coaching with Financial Planning teams. This role serves as a subject matter expert, engaging with Financial Planners in a discovery and solution process, and delivering solutions that leverage the full scope of Practice Management across Value Proposition Creation, Discovery, Planning, and consulting on all aspects of running and growing a Financial Planning practice. Conduct deep discovery and analysis of FP practices to identify strengths, opportunities, and what matters most to planners.

Deliver thought leadership and coaching to individuals and teams, both in group settings and one-on-one engagements.

Equip Financial

Planners to grow through greater efficiency, optimal practice management, and enhanced client experience. Partner closely with National Office and TD enterprise teams to provide end-to-end support for FP practices.

Wealth Case

Management, FP Direct, FP Roadshows, and digital advice platforms). Promote continuous improvement, leveraging best practices from FP Roadshows, coaching programs, and peer learning opportunities.



Proven track record in delivering advice and solutions to clients in Financial Planning. 7+ years of Sales Leadership, Coaching, Training, and/or Advisory experience.

Excellent presentation skills, with experience in both individual and group coaching. Ability to manage multiple initiatives and demonstrate discipline around timelines, implementation, and sustainment. Understanding of the Financial Planning business, regulations, and procedures.

Subject Matter

Expertise and/or industry certifications/accreditations such as CFP, QAFP, PFP, CSC, IFIC, CFA considered an asset. Team player with strong collaborative skills and experience partnering across business units. Coaching designations (e.g., Kolbe, StrengthsFinder, DISC, Myers-Briggs) considered an asset.

TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. More than 95,000 TD colleagues bring their skills, talent, and creativity to foster deeper relationships, ensure disciplined execution, and build a simpler, faster banking experience. Together, we are reimagining what banking can be for our clients, colleagues and communities.

Our Total

Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical, and mental well-being goals.

Total

Rewards at TD includes a base salary, variable compensation, and several other key plans such as health and well-being benefits,



savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs. We’re delighted that you’re considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we’re committed to providing the support our colleagues need to thrive both at work and at home.

If you’re interested in a specific career path or are looking to build certain skills, we want to help you succeed. You’ll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. If you’re passionate about helping clients and building deep, lasting relationships, TD offers diverse career paths where you can grow your expertise and make a meaningful impact.

Here at TD, we hire and develop the best. Training & Onboarding We will provide training and onboarding sessions to ensure that you’ve got everything you need to succeed in your new role. We do our best to communicate outcomes to all applicants by email or phone call.

Please let us know if you’d like accommodations (including accessible meeting rooms, captioning for virtual interviews, etc.) to help us remove barriers so that you can participate throughout the interview process. TD Bank Group is a leading North American financial institution, serving 22 million customers globally with a commitment to legendary customer service and community involvement.

Banking Credit Intermediation Financial Services

Box 1, Toronto, Ontario M5K 1A2, CA 525 Avenue Viger O, Montreal, QC H2Z 0B2, CA 31 W 52nd St, Current York, NY 10019, US 4140 Church Rd, Mt.

📌 Financial Planning & Analysis Advisor (Vancouver)
🏢 TD
📍 Vancouver